Iain Barnes, Chief Investment Officer at Netwealth, "The Three Pot Theory", Investing Matters Podcast, Episode 48

Investing Matters

Welcome to episode forty-eight with Iain Barnes the Chief Investment Officer (CIO) of Netwealth. Iain and podcast host Peter Higgins (@Conkers3) chat about an array of topics including Netwealth's investment approach, known as the "Three Pot Theory".

He is a passionate believer in the importance of disciplined efficiency in delivering attractive returns to clients. As CIO, Iain advocates for scalable and diversified investment strategies implemented in a cost-effective manner.

Iain joined Netwealth at the beginning of 2016 to launch the Netwealth investment portfolios in May of that year. He leads the Netwealth investment process and holds responsibility for the positioning and performance of all client portfolios, in addition to communicating the team’s views on markets.

Prior to joining Netwealth, Iain spent 15 years in multi asset investment management, holding senior portfolio manager roles at Schroders and UBS Asset Management. At UBS he was an Executive Director in the Global Investment Solutions division and one of six voting members of the Global Asset Allocation and Currency Investment Committee, responsible for more than £60 billion assets under management.

In this hugely insightful Investing Matters interview you will hear what inspired Iain to join co-founders Charlotte Ransom (CEO) and Tom Salter (COO) at Netwealth at the very beginning, an overview of the technology enabled framework of Netwealth, their methodology and philosophy, the Three Pot Theory, what his role as CIO entails, benefits of a hybrid technology lower cost efficient investing approach predominantly utilising ETFS, compounding returns faster, Pensions service, the benefits of the Netwealth network, Socially Responsible Investing, ESG Investing, winning passive strategy approach to gaining exposure to soaring U.S. markets and global themes, efficiency of AI tools. Netwealth’s latest innovative free offering ‘My Netwealth’, his own personal investing strategy and much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

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